Hamilton v. Bayer

227 N.W. 928, 119 Neb. 191, 1929 Neb. LEXIS 39
CourtNebraska Supreme Court
DecidedDecember 12, 1929
DocketNo. 27016
StatusPublished
Cited by21 cases

This text of 227 N.W. 928 (Hamilton v. Bayer) is published on Counsel Stack Legal Research, covering Nebraska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hamilton v. Bayer, 227 N.W. 928, 119 Neb. 191, 1929 Neb. LEXIS 39 (Neb. 1929).

Opinion

Day, J.

This is a proceeding which has for its object the allowance for probate of an instrument as the last will of Thomas Bayer, deceased. The county court allowed the instrument as the will, but upon appeal to the district court it was found not to be such will, which finding was reversed by this court (In re Estate of Bayer, 116 Neb. 670) and the cause was remanded for a new trial. The case is here again for review after a second trial in which the will was found not to be the last will and testament of the. deceased. The widow and three children of deceased appear as proponents of said will, while three other children appear as contestants. Thomas Bayer died April 20, 1924,, leaving a widow and seven children. The will in dispute was executed November 18, 1922. There is no question as to the proper execution of the will, but the contestants, urge that when the will was made the deceased did not have sufficient mental capacity to make said will, and that, it was the result of the exercise of undue influence. The proponents contend that the evidence is not sufficient to' sustain the finding of the jury against the allowance of said instrument for probate, either as to lack of sufficient mental capacity, or upon the question of undue influence.

In this state the burden is upon the proponents of a will to prove, not only the execution of the will, but the capacity of the testator. In Seebrock v. Fedawa, 30 Neb. 424, it. was said: “It is the duty of the proponents in the first instance to offer sufficient testimony of the capacity of the testator to make out a prim a facie case.” We are not prepared to say that, where the proponents prove the testator to have been capable of transacting ordinary business, he is required to go further in order to make a prima facie case of testamentary capacity. The proponents having established a prima facie case as to the testamentary capacity of the deceased, it is necessary, in order to defeat the will, that the contestants introduce sufficient evidence to overcome the presumption arising out of the prima facie case made by proponents. The burden of proof does not shift, but the burden of going ahead, as some authorities put it, [193]*193does. The rule above stated in Seebrock v. Fedawa, supra, is approved in the following authorities: In re Estate of Kubat, 109 Neb. 671; Steinkuehler v. Wempner, 169 Ind. 154, 15 L. R. A. n. s. 673; In re Estate of Sweeney, 94 Neb. 834. The question directly before us in this case is whether, upon .the proponents having established a prima facie case, the contestants offered any evidence tending to prove mental incapacity sufficient to sustain the verdict of the jury. If the evidence relating to mental capacity to make a will is conflicting, the issues of fact are questions for the jury. In re Estate of Kerr, 117 Neb. 630. The defeated litigants in the contest of a will are not entitled to a trial de novo on appeal to the supreme court, but upon such appeal the issues of fact are determined by the sufficiency of the evidence to sustain the verdict. With this rule in mind, we have searched the record diligently to discover whether or not there was evidence to support the finding of the jury in this case. There is no evidence in the record that Thomas Bayer, deceased, was of unsound mind, either at the time of the execution of this will, at his death, or at any intervening time. Not only is there an absence of proqf of testamentary incapacity; but, giving the testimony the construction most favorable to the contestants, their testimony seems to indicate that the deceased was of sound mind at all times from the execution of his will to his death. It shows that he knew the extent and character of his property, the natural objects of his bounty, and the purposes of his devises and bequests. This is sufficient to render him mentally competent to make a will. In re Estate of Kubat, 109 Neb. 671, citing and following In re Estate of Laflin, 108 Neb. 298.

We reached this conclusion without reference to, or consideration of, the evidence offered in rebuttal by the proponents for the will. It consists of the testimony of more than 20 of the prominent citizens of the town in which the deceased lived, who were personally acquainted and closely associated with him, and who testified that he was a man of sound mind, capable of attending to his business, and did attend to it, up almost to the day of his death. At [194]*194his death he was 92 years of age, and it was stipulated in the record that he was a “strong man physically, and that he was in good health up to the time he-died.” This court said at the time the case was here previously: “The trial court should have withdrawn the question of competency from the jury, the evidence in the record being wholly insufficient to sustain a finding in favor of the contestants on that issue.” In re Estate of Bayer, 116 Neb. 670. It is now árgued here that the evidence before the court at this time is different, although a large part of it was read from the evidence of the previous trial. We do not deem it necessary that we compare the records in the two cases, with a view to determine such question, but we have determined, solely from the record now before us, that the question of the testamentary competency of Thomas Bayer should have been withdrawn from the jury in this case, inasmuch as there is no conflicting evidence or disputed question of fact to be submitted to a jury upon this issue for their determination. In re Estate of Kubat, supra; In re Estate of Kerr, 117 Neb. 630.

The second question presented to us for our consideration is whether the purported will was executed as a result of undue influence. It is charged by the contestants that one of the proponents, a son of the deceased, exerted undue influence upon the testator, with the result that the instrument is not the last will and testament of the deceased. The burden of proving this contention is ordinarily upon the contestants, and competent proof is required that the said will was procured by undue influence in order to set it aside. In re Estate of Dovey, 101 Neb. 11. In In re Estate of Wilson, 114 Neb. 593, the rule is set out as follows: “Where it is alleged that the execution of a will was procured by undue influence, the burden is upon the party alleging it to establish that the testator was induced by improper means to dispose of his property differently from what he intended.” The following cases are cited: Seebrock v. Fedawa, supra; Boggs v. Boggs, 62 Neb. 274; In re Estate of Dovey, 101 Neb. 11; In re Estate of Fenstermacher, 102 Neb. 560; In re Estate of Kees, 114 Neb. 512; 40 Cyc. 1150.

[195]*195The proponents challenge also the sufficiency of the evidence to sustain the verdict of the jury with respect to the question of undue influence, and we are again required to search the record with respect to this issue to determine whether or not, with the most favorable view of the evidence to the contestants, they have established that the will was the result of the undue influence of John J. Bayer. Undue influence must he such as damages the free agency of the testator, at the time the will' was executed. Mere supposition of undue influence is not sufficient to carry the case to the jury, but it must appear by proof, or by fair inference to be drawn from the facts established, that there was undue influence. In re Jackson’s Estate, 220 Mich. 565.

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Bluebook (online)
227 N.W. 928, 119 Neb. 191, 1929 Neb. LEXIS 39, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hamilton-v-bayer-neb-1929.